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Engagement model

Three phases with evidence gates and rollback controls at every step.

Every engagement follows a three-phase structure. Each phase has a defined scope, concrete deliverables, and a leadership decision gate. Nothing advances without evidence.

Phase 1: Capability Discovery

Duration: 2-3 weeks

Focus: Map dependency risk, contract exposure, and continuity baselines for one critical capability.

Deliverables:

  • Capability control map showing cross-functional owners, supporting systems, and where control leaks
  • Dependency risk profile with contract and continuity exposure
  • Recommended first capability to pilot

Decision gate: Leadership chooses the first capability to pilot โ€” or stops here with a clear map of risk.

Phase 2: Capability Pilot

Duration: 4-8 weeks

Focus: Run one ringfenced capability in parallel with existing systems. Reconciliations and rollback criteria are defined before execution begins.

Deliverables:

  • Parallel-run design with reconciliation routines
  • Rollback triggers and escalation paths
  • Evidence log showing pilot outcomes against agreed success criteria

Decision gate: Leadership approves cutover, extends the pilot, or stops safely โ€” based on evidence, not momentum.

Phase 3: Controlled Cutover Program

Duration: Roadmap-led (quarter by quarter)

Focus: Sequence capability cutovers with clear governance gates. Each cutover follows the same evidence-led pattern proven in the pilot.

Deliverables:

  • Cutover governance pack with decision checkpoints and approval criteria
  • Sequenced capability roadmap tied to business risk
  • Evidence expectations for executive sign-off at each gate

Decision gate: Scale with clarity, not momentum. Each capability cutover is independently approved.

Risk controls

At every phase, three controls are non-negotiable:

  1. Ownership is named. Every capability has a single accountable owner with decision authority.
  2. Evidence precedes action. No cutover happens without reconciliation data and agreed success criteria.
  3. Rollback is always available. Parallel-run architecture means the old path stays live until the new one is proven.